Financial Poise

Weekly Commentary

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Private vs Public Companies: What Investors Need to Know Before They Invest (Part 2)

Private markets, once only available to sophisticated “accredited investors”, are now available to millions of unsophisticated accredited investors and millions of even less sophisticated non-accredited investors, leading to social media ads that offer investment opportunities that many, if not most, would be better off avoiding.

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Private vs Public Companies: What Investors Need to Know Before They Invest (Part 1)

For anyone just starting to invest, or for those trying to make sense of how to invest in the companies you hear about in the news, understanding how these Public vs. Private companies work and the risks associated with each is essential.

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Are College Degrees Still Worth the Investment?

The four-year college degree used to be the standard. Lately, the number of entry-level white-collar jobs is declining, forcing the question: Is a college education still worth the investment?

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Young Investors Are Investing. Are They Getting It Right?

Something interesting is happening on Main Street: young people are actually investing. Not just talking about it, not just watching TikToks about it– they’re moving real money into real accounts, often from their phones, often before their 30th birthday.

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Investing in an Aging Population: How Demographic Trends Shape Investment Opportunities

The world is getting older, fast. And Harry Dent, Jr.’s simple but powerful idea, that demographics drive economics, may be worth understanding as we watch the population enter a new, yet predictable, life stage that you may be able to capitalize on as an investor.

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How Effective Are Annual Performance Reviews?

Only 14% of employees strongly agree that their performance reviews actually inspire them to improve. So we did a performance review on performance reviews. What’s not working, and how can companies improve the process?

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Check Your Work: The Growing Problem of AI Hallucinations in the Workplace

According to a recent Stanford University study, 83% of professionals accept AI-generated content in the workplace without verifying it as fact, even when it contains obvious errors.

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Don’t Take It at Face Value: What Investors Need to Know About Credit Rating Agencies

With markets rattled, investors are understandably on edge about risk. In moments like these, there’s a tendency to reach for bonds, with a neat letter grade from a reputable institution that tells you, this bond is “safe,” or that one is “risky.”

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What’s In a Domain Name? An Explainer on Domain Investing

Think of a domain name like real estate on the internet. Your domain name is essentially your digital address– and in some cases, a few well-chosen characters can cost more than an actual house.

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The Rise of the Working-Class Investor — and the Rush to Sell Them Private Assets

In recent years, the image of the retail investor has begun to change, from white-collar professional to blue-collar worker. Nowadays, the average investor is no longer in the top 1%, they are younger, saavy person who checks stock prices on their phone.

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